Case Studies

How BrainCheck went from 50% to 95% customer onboarding rate

2023 M06 28

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🧠 Case Study

BrainCheck's Onboarding Rate Went from 50% to 95%: Learn How

When BrainCheck came to ROGER, they were facing a familiar but painful challenge: getting new customers through the door was one thing—getting them to complete onboarding was another story entirely.

Despite having strong interest upfront, their team was seeing drop-offs during onboarding, inconsistent follow-through, and in some cases, customers ghosting entirely before getting started. The result? A messy sales process, wasted time, and too many missed opportunities.

They needed a solution that could turn interest into action—and fast.

The Challenge

BrainCheck’s team knew something had to change. Their onboarding process was clunky, inconsistent, and loaded with friction points that caused prospects to lose momentum before they fully signed on.

The main pain points:

  • Low customer onboarding completion rates

  • A lack of visibility into who was signing and when

  • Manual follow-ups and delays causing bottlenecks

  • Frustration for both reps and prospects

It wasn’t just a tech problem—it was hurting growth, revenue, and customer trust.

The ROGER Solution

Once BrainCheck implemented ROGER, things changed—quickly.

ROGER streamlined their contract process from first interaction to signed agreement. Instead of chasing down customers, sending multiple PDFs, or explaining complicated next steps, the team could now send simple, intuitive, and fast-signing experiences that got results.

With ROGER, BrainCheck could:

  • Send branded, easy-to-sign contracts in seconds

  • Track signing activity in real time

  • Automate reminders and eliminate the need for constant follow-ups

  • Reduce friction at every stage of onboarding

The Results

BrainCheck's onboarding rate increased after switching to ROGER.

Since switching to ROGER, BrainCheck has seen a dramatic lift in onboarding success.

Their customer show-up and onboarding rate jumped from 50–60% to an impressive 95%—a massive improvement that speaks to the power of removing friction from the process.

That change has had ripple effects across the business:

  • Sales cycles are faster

  • Reps are more efficient

  • Fewer prospects fall through the cracks

  • Customers get started quicker—and stick around longer

What used to feel like a stressful, manual process now runs like a well-oiled machine.

Why It Matters

At ROGER, we know that closing the deal is only half the battle. Helping customers follow through, sign, and get fully onboarded is where real retention begins. For BrainCheck, optimizing that moment has made all the difference.

Thanks to ROGER, they’ve turned a once-messy sales process into a streamlined, high-conversion workflow—so they can focus less on paperwork and more on delivering value to their customers.

Looking to improve your own onboarding conversion rates? BrainCheck’s success is proof that small changes to the signing experience can lead to big wins.